Professional Qualifications of
Karl A. Nebeker, CPA, MBA
**** ***** **** **** **:801-***-****
West Jordan, UT 84088 Cell: 801-***-****
Professional Objective:
I am a seasoned financial professional seeking a financial and/or operational
management position such as Controller/CFO in a dynamic organization that can use my
combination of accounting, finance, information systems and operations management
experience to contribute to the organization’s success, growth, and profitability.
Background Summary
Encompasses a B.S. and an MBA in accounting and information systems, and over twenty-
five years of employment and consulting in the fields of accounting, tax, finance,
computers, and information systems.
Experience includes:
• National, local CPA firm, and Sole Practitioner audit and tax experience. Tax experience
encompasses approximately 25 years and includes individual, corporate, partnership, trust, and
non-profit returns, as well as payroll and sales tax returns.
• CFO and Controller in private industry for companies in marketing, high-tech and low-tech
manufacturing, non-profit healthcare and substance abuse treatment organizations, real estate construction
and development, and software development. Management experience encompasses approximately 20 years.
• Consulted in financial management, systems design and implementation, and turn-around situations
with companies involved in such areas as real estate development and construction, property management,
health care, manufacturing, software development, non-profit organizations, direct sales and marketing, and
retail organizations.
• Successfully negotiated a number of contracts for various businesses and the acquisition of a multi-
use property for a non-profit organization.
• Performed and Supervised of all accounting functions, developing budgets for multi-divisional
Organizations. Supervised staffs from two to twenty-six persons, and successfully completed a one-
year Leadership training course.
• Supervision of Human Resource and MIS functions in several organizations. Familiar with Employment
laws such as FLSA, FMLA, ADA, etc. Successfully completed supervisory and HR training courses.
• Employee Benefit plan(s) evaluation, selection, and administration, including Health Insurance
Retirement Plans, vacation and sick leave, cafeteria and Sec. 125 plans.
• Member of West Jordan Chamber of Commerce Board of Directors from January 2003 thru December 2006,
and Chairman of the Board during 2005. A member of the Board of Directors for Achilles Track Club
of Utah, West Jordan Exchange Club, and some private sector businesses, demonstrating proven
Leadership skills and abilities.
• Have held Insurance license, Series 6 & 63 Securities licenses, and Mortgage Loan Officer licenses.
• Co-founded and financed the start-up of a mortgage brokerage.
• Successfully set up accounting systems using QuickBooks, MS Excel, and other accounting
software for various companies.
Summary Of Qualifications:
Professional Experience:
Cost Accounting Manager
Jones Excavating Co. (Commercial excavation and construction company) - Aug 2008 to June
2009
Prepared construction progress, completed contract, and retention billings and schedules of
values and related documentation. Managed Job Cost & Profitability reporting and maintain
WIP/Percentage of Completion Schedules. Reconciled Bank Statements and General Ledger
accounts and prepared journal entries for month-end closings . Prepared financial statements
and performed financial analysis, including ratio and trend analysis. Coordinated with the
outside auditors to develop and review company financial information for year-end review and
tax planning. Prepared budgets for new fiscal year, and performed other special projects and
managerial accounting as needed and assigned.
Finance Director/Controller
Creative Woodworks, Inc. (Custom cabinet manufacturer for residential construction industry)
-
Jan 2008 to June 2008.
Managed all aspects of accounting & finance using QuickBooks and, MS Excel, and other
software.
Consolidated multiple systems in to one and brought payroll and financial statement
preparation in-house, and set up the information in QuickBooks to facilitate this
change. Developed rolling cash flow forecast, prepared construction draw/progress
payment requests and developed WIP/Construction in Progress schedules.
Patient Accounting Manager
Valley Mental Health – Dec. 2004 to Sept. 2007
Responsible for supervising a staff of 27 persons performing all the billings for this $100
million healthcare organization with approximately 60 clinical units. This included billing
Medicare, Medicaid, Private Insurance, contracts, and patient self-payment. Also negotiated
with Preferred Provider Organizations to add Valley Mental Health to their panel of
providers, including rate negotiations. Additionally generated and reviewed various
reports, reconciled accounts, and made adjustments in the general ledger.
Business and Financial Consultant
Self-employed. DBA Arlington Consulting, KAN Accounting & Tax, Inc. - Apr. 2001 to Present.
Provide business, financial, and information system consulting services.
Services include: financial statement preparation; tax planning/preparations; budgeting,
cash management, financial analysis; computer and information systems design, installation,
and training utilizing a variety of software packages; business plan development; insurance,
securities and investments; residential and commercial mortgages and loan brokering
services; benefit plan analysis and design; accounting staff training, Quickbooks setup and
use training.
During this time, I also co-founded a mortgage brokerage and provided the start-up capital
and credit to get the brokerage established.
Controller/IT Manager
Financial Freedom International, Inc., July 2000 to April 2001.
Marketing company in the Consumer Credit Counseling industry.
Supervised and performed “hands-on” accounting and finance functions, including
financial statement and report preparation, and supervised information technology and
human resource functions. Completed installation and implementation of new accounting
software and developed financial policies and procedures for the organization.
Developed consolidated and departmental budgets and implemented variance
reporting/analysis. Also performed other financial analyses for management and the
Board of Directors. Used Quickbooks and Business Works accounting software programs,
and Microsoft Office suite (Word, Excel, Outlook, Access).
Director of Finance (CFO) and Information Systems
Odyssey House, Inc. of Utah, Nov 1995 to June 2000.
Non-Profit organization in the healthcare industry with multiple program sites and divisions.
Supervised accounting & finance functions and human resources & employee benefits
administration, developed financial policies and procedures and directed MIS functions for
multiple divisions of a nonprofit organization in the Health Care industry. Prepared
financial statements, developed departmental budgets and provided variance analysis. Handled
cash management and performed various financial analysis. Oversaw and supported computer and
MIS systems, including Novell networks, and coordinated with outside consultants. I was
responsible for software selection, training, and support, and Web Page development and
maintenance. Used CYMA accounting software, WordPerfect, Quattro Pro, Microsoft Office suite
(Word, Excel, Access, Outlook, Access).
Business and Financial Consultant
Self-employed. DBA Arlington Business Consulting.
(Full-time Feb. 1990 to Nov. 1995, part-time Aug.1986 to Dec. 1998)
Provided business, financial, and information system consulting services.
Services include: financial statement preparation; tax planning/preparations; budgeting,
cash management, financial analysis; computer and information systems design, installation,
and training utilizing a variety of software packages; business plan development; insurance,
investments and benefit plan analysis; and accounting staff training. Also, included are
part-time CFO/Controller services. Installed, used, and trained others in using CYMA,
AccPac, M.Y.O.B., Dimensions, Peach Tree and other accounting software packages.
Clients included companies in the following industries: manufacturing and manufacturing
representatives, non-profit organizations, healthcare, real estate development and
construction, property management, software development, and forest products manufacturing.
Controller/CFO/Assistant Operations Manager
Pacific Research and Development, (d.b.a. Lume' International)
Salt Lake City, UT - 1989 to 1990.
Cosmetics manufacturing and direct sales (network marketing) company.
Controller
Optical Computer, Inc., division of Laser Corp. and American Laser
Salt Lake City, UT - 1987 to 1988.
Computer peripheral (high-tech) equipment manufacturing and distribution company.
Assistant Controller - Kenman Corporation - Real Estate Development, Construction, and property
management.
Salt Lake City, UT – 1986.
Staff CPA - Adams, Christensen, & Assoc. - Local CPA Firm. Midvale, UT - 1984 to 1986.
Staff Auditor - Touche Ross & Co. (Now Deloitte & Touche)- Big Eight (now Big 4) CPA firm. Salt
Lake City, UT - 1982 through 1983.
Education :
MBA, Brigham Young University, 1982.
Major: Accounting & Information Systems.
B.S., Brigham Young University, 1981.
Major: Accounting.
Minors: German, Business Management, and Economics
Worked my way through school, obtained Academic scholarship, Dean's honor roll, and
active in sports and other outside activities.
References: Immediately available upon request.